Holistic Planning, LLC Ishares Russell 1000 Val ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 4,973 shares of IWD stock, worth $968,790. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,973
Previous 4,429 12.28%
Holding current value
$968,790
Previous $793 Million 18.99%
% of portfolio
0.4%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$173.36 - $189.8 $94,307 - $103,251
544 Added 12.28%
4,973 $944 Million
Q1 2024

May 01, 2024
SELL
$161.84 - $179.11 $40,298 - $44,598
-249 Reduced 5.32%
4,429 $793 Million
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $672,181 - $775,144
4,678 New
4,678 $773 Million

Others Institutions Holding IWD

# of Institutions
1,674
Shares Held
257M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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